You may need to add documents, such as a passport, medical records, or a driver’s license to a contact on Thread. This can be done at any stage through the Contacts tab. Uploading Contact Documents 1. Click Contacts, located in the left pane of your ...
1. First locate the scanned folder on your device e.g. (C:) drive or (P:) drive 2. Select View then Preview pane (to ensure that you can see a preview of your scanned items) Tip: Rename the documents as you would like them to appear in File ...
The Pending Docs page on Thread provides users with an overview of all documents uploaded to Thread which have a status. Users can view documents based on when they were uploaded, the owner, and the status (such as Pending, Dealt with, Open, Closed, ...
Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...
Thread Legal Cheat Sheet Pending Docs Track Documents View documents based on their status (i.e. closed, pending, open), and keep track of what documents need to be approved or dealt with. On the Pending Docs page, view documents based on their ...